Suez Canal Return 2026: Why China–Europe Rates Are Falling While Transpacific Rates Climb
Asia–Europe spot rates fell for the seventh straight week in the week to 17 September 2026 — Shanghai–Rotterdam down 9% to $3,626 per 40ft as Suez-routed capacity returns — while Shanghai–New York rose 7% to $10,394. Here is what the Suez restart means for importers, e-commerce sellers and Amazon FBA brands shipping from China in Q4 2026: the transit-time and working-capital math, the port-side risk in North Europe, the Bab el-Mandeb risk that could reverse it, and the booking plan to run before Golden Week (October 1–7).
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